It is easy to organise your chosen mentions in folders, which can be used to create briefings and reports. Tags allow you to further categorise and label your saved coverage, and even allow you to connect mentions saved in different folders.
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🔹 Why Organization Matters
Agility makes it easy to organize and report on the media coverage that matters most to you. Whether you’re building a briefing, compiling a report, or segmenting coverage for internal teams, using folders, tags, and tag groups gives you the flexibility to sort and analyze mentions your way.
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The following article takes you through how to create folders and add your chosen mentions to them : How can I create a new folder?
And this highlights the ways you can report on mentions and saved coverage:
Create a Monitoring Report based on your topic results and saved coverage
🔹 Use Folders to Group Mentions
Folders let you group your saved mentions into meaningful collections—like campaigns, clients, or topics.
📌 Example:
For example, you may save your mentions in folders according to the specific topics they relate to, but then tag the mentions by the month in which they were generated, by a specific campaign or event that generated the results, or by any other tag that applies to your needs. Tags can span multiple folders, further refine the content in a single folder, or be used independently of folders.
To save mentions to a folder:
From your Monitoring results, select the mentions you want to save using the checkboxes.
Click the Save to Folder icon at the top.
In the Save to Folder window:
Choose an existing folder from the dropdown, or
Click Create New Folder, give it a name, and click Save.
Click Save again to confirm.
Tip: You can later filter or build reports by folder to see just what you need.
🔹 Add Tags to Classify and Connect Mentions
Tags give you a second layer of organization. You can apply them when saving mentions—or add them later—to label coverage by campaign, month, sentiment, or any criteria that helps you track trends.
Tags work across folders, so you can connect mentions that live in different places but share something in common.
To add tags while saving mentions:
After selecting mentions and clicking Save, choose a folder.
In the Tags field, select from your existing tags or type a new one to create it.
Click Save to apply both the folder and tag(s).
In the example below, the mentions are being saved using the tags Education and Q2 by selecting the tags and clicking Save.
🔹 Set Auto-Tags for Topics
Want to tag mentions automatically? You can assign a tag to a topic so every mention saved from that topic includes your chosen tag.
To set this up:
Go to the Monitor tab and click New Search.
Enter your keyword criteria and set up the search.
In the Save Search as Topic screen:
Give your topic a name (e.g., Education).
In the Auto-Tag Saved Mentions section, select the tag(s) you want to apply.
Click Save.
In the example below, a topic called Education is being created, and the tag Education will be automatically applied to any mentions saved from this topic that match the search terms.
🔹 Tag Already Saved Mentions
To tag already saved content:
Go to Saved Coverage/Folders
Select the mention you wish to tag
Apply a name in the Tags section on the right-hand side
Any mentions with a tag applied will display the information. Tags can be managed by clicking the icon highlighted below.
🔹 Bulk Tagging Options
To tag multiple mentions:
Select your chosen saved mentions
Click Actions
Select Add Tag as the chosen action
If you wish to tag everything that is saved in a folder, you don't even need to select all the mentions first! Simply go to Actions and choose coverage from a folder as well as Add Tag.
For example, we are tracking mentions related to a local government, “Three Rivers Council,” and saving all mentions into a dedicated folder. When the topic is first saved, there is an option to automatically tag any mentions captured from that topic — in this case, they are tagged with “Three Rivers Council.”
Additional tags are applied to each mention based on the specific subject matter, such as Planning, Transport, Recycling, or Schools. In the screenshot below, the highlighted mention is tagged with Planning.
🔹 Using Tags in Reports and Briefings
As well as providing the ability to organise monitoring reports by tag, this allows you to also organise your briefings by tag, by applying a tag to each briefing section.
🔹 Organising with Tag Groups
By creating a Tag Group you open up the ability to organise and report on your mentions by folders, tags and/or several tags combined.
All tags have been combined into a single group, allowing for reporting on the group as a whole or on each tag individually. Clicking the eye icon displays the mentions associated with each tag within the group.
Share of voice per tag:
Coverage trend for entire Tag Group:
